Vanguard Group Inc. Has $294.16 Million Stake in Warby Parker Inc. $WRBY

Vanguard Group Inc. lifted its position in shares of Warby Parker Inc. (NYSE:WRBY) by 3.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,665,529 shares of the company’s stock after buying an additional 327,830 shares during the quarter. Vanguard Group Inc. owned about 10.14% of Warby Parker worth $294,155,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Farther Finance Advisors LLC boosted its holdings in shares of Warby Parker by 259.3% during the 3rd quarter. Farther Finance Advisors LLC now owns 1,193 shares of the company’s stock worth $33,000 after buying an additional 861 shares in the last quarter. PNC Financial Services Group Inc. lifted its position in shares of Warby Parker by 400.3% during the second quarter. PNC Financial Services Group Inc. now owns 1,601 shares of the company’s stock valued at $35,000 after purchasing an additional 1,281 shares in the last quarter. Huntington National Bank boosted its holdings in Warby Parker by 111.0% during the second quarter. Huntington National Bank now owns 1,675 shares of the company’s stock worth $37,000 after purchasing an additional 881 shares during the last quarter. State of Wyoming bought a new stake in Warby Parker in the 3rd quarter worth about $135,000. Finally, State of Alaska Department of Revenue purchased a new stake in Warby Parker in the 3rd quarter valued at about $156,000. Institutional investors own 93.24% of the company’s stock.

Insiders Place Their Bets

In other news, Director Joel E. Cutler sold 19,932 shares of Warby Parker stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $26.01, for a total transaction of $518,431.32. Following the completion of the sale, the director directly owned 20,000 shares in the company, valued at approximately $520,200. This trade represents a 49.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Youngme E. Moon sold 38,832 shares of the firm’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $29.07, for a total transaction of $1,128,846.24. Following the completion of the transaction, the director directly owned 27,057 shares in the company, valued at $786,546.99. This represents a 58.94% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 359,424 shares of company stock worth $9,813,571 over the last quarter. Company insiders own 18.24% of the company’s stock.

Warby Parker Price Performance

NYSE:WRBY opened at $25.06 on Friday. The firm has a market capitalization of $2.65 billion, a price-to-earnings ratio of 1,253.53 and a beta of 2.05. The business has a 50 day simple moving average of $25.06 and a 200-day simple moving average of $24.04. Warby Parker Inc. has a 1 year low of $13.63 and a 1 year high of $31.00.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on WRBY shares. Weiss Ratings restated a “hold (c-)” rating on shares of Warby Parker in a research note on Monday, December 29th. Piper Sandler raised their target price on Warby Parker from $22.00 to $32.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 16th. UBS Group reaffirmed a “neutral” rating and set a $20.00 price target on shares of Warby Parker in a research report on Wednesday. Wall Street Zen lowered Warby Parker from a “buy” rating to a “hold” rating in a report on Saturday, November 1st. Finally, Stifel Nicolaus lifted their price target on Warby Parker from $19.00 to $25.00 and gave the company a “hold” rating in a research report on Friday, December 12th. Eleven equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $27.83.

Warby Parker News Summary

Here are the key news stories impacting Warby Parker this week:

• Positive Sentiment: First sustained profitability: Warby reported its first full year of positive net income for FY2025 and delivered full‑year revenue growth of 13% and Q4 growth of 11.2%, signaling progress toward durable profitability. Warby Parker Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Retail and customer traction: Management highlighted record store openings, active customers up ~7%, and average revenue per customer (ARPC) of $324 (+5.7% YoY), which supports long‑term unit economics and omnichannel growth. Warby Parker Inc (WRBY) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Earnings call detail available: The full Q4 2025 earnings call transcript provides management commentary on margin drivers, store economics, and cadence for 2026; useful for investors parsing guidance assumptions. Warby Parker Inc. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Short‑term volatility noted: Some coverage highlighted a strong intraday pop tied to the profitability print (coverage headlined a large gain), underscoring choppy sentiment as investors react to mixed data. Warby Parker (WRBY) Soars 17.8% on First Swing to Profits
• Negative Sentiment: EPS and revenue mixed/missed: Reported EPS was reported as roughly break‑even to a ($0.05) print versus a positive consensus (~$0.05), and Q4 revenue came in slightly below estimates — a mixed beat/miss that clouded the quarter’s headline. Warby Parker earnings press/summary Warby Parker Reports Break-Even Earnings for Q4
• Negative Sentiment: Softer FY2026 revenue guidance: The company guided FY2026 revenue to roughly $959M–$976M versus a street consensus near $986.7M — the below‑consensus midpoint was a primary driver of the negative reaction as it limits near‑term growth visibility. Warby Parker (NYSE:WRBY) Posts Q4 CY2025 Sales In Line With Estimates But Stock Drops

Warby Parker Profile

Warby Parker, Inc (NYSE: WRBY) is a U.S.-based eyewear company that designs, manufactures and sells prescription glasses, sunglasses and contact lenses through a direct-to-consumer model. Since its founding, the company has combined online and brick-and-mortar channels to streamline the customer experience, offering features such as virtual try-on technology and a home try-on program that allows consumers to sample frames before purchase.

Established in 2010 by Wharton graduates Neil Blumenthal, Dave Gilboa, Andrew Hunt and Jeffrey Raider, Warby Parker set out to disrupt the traditional optical market by controlling the entire supply chain—from frame design and lens production to warehousing and distribution.